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FHUMX vs FSMDX
FHUMX vs FSMDX Comparison
Open Charts FHUMX vs FSMDX
Federated Hermes US SMID Institutional
Price$15.52
Change+$0.09 (+0.58%)
VolumeN/A
Net Assets4.61M
Fidelity Mid Cap Index
Price$36.71
Change+$0.09 (+0.25%)
VolumeN/A
Net Assets45.37B
FHUMX vs FSMDX Comparison Chart in %
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FHUMX vs. FSMDX commentary
Oct 19, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FHUMX is a Hold and FSMDX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 45.4B vs. FHUMX (4.61M). FSMDX pays higher dividends than FHUMX: FSMDX (1.25) vs FHUMX (0.09). FHUMX was incepted earlier than FSMDX: FHUMX (5 years) vs FSMDX (14 years). FHUMX (6.45) is less costly to investors than FSMDX (0.03). FHUMX is a more actively managed with annual turnover of: 22.00 vs. FSMDX (15.00). FSMDX has a lower initial minimum investment than FHUMX: FSMDX (0) vs FHUMX (1000000). FSMDX annual gain was more profitable for investors over the last year : 6.48 vs. FHUMX (-7.31). FSMDX return over 5 years is better than : 60.77 vs. FHUMX (40.18).
| FHUMX | FSMDX | FHUMX / FSMDX | |
| Total Expense Ratio | 0.83 | 0.03 | 3,320% |
| Annual Report Gross Expense Ratio | 6.45 | 0.03 | 25,800% |
| Fund Existence | 5 years | 14 years | - |
| Gain YTD | 0.194 | 8.969 | 2% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.61M | 45.4B | 0% |
| Annual Yield % from dividends | 0.09 | 1.25 | 8% |
| Returns for 1 year | -7.31 | 6.48 | -113% |
| Returns for 3 years | 31.88 | 52.66 | 61% |
| Returns for 5 years | 40.18 | 60.77 | 66% |
| Returns for 10 years | N/A | 135.66 | - |
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